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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,987 | $48,337+111.0% | $67,560+51.0% | $80,959+26.0% |
| Participation rate | 31.3% | 66.4%-35.2pp | 72.9%-41.7pp | 67.7%-36.4pp |
| Annual return | 14.92% | 18.26%-3.3pp | 3533.50%-3518.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,741 | $2,928-40.6% | $4,004-56.5% | $4,300-59.5% |
| Admin fee / account holder | $11,922 | $3,695+222.6% | $3,994+198.5% | $6,925+72.2% |